Client Coverage Manager – Generalist [CCM(G)] would be primarily responsible for client coverage and work closely as a team with the Relationship Manager (RM) and Credit Analyst (CA) in providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, CDU, legal, compliance, etc.
•Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
•Work with the RM on a specified portfolio and jointly responsible for the revenue growth.
Key Roles & Responsibilities
Origination
Strongly assist the RM in origination by building profile with clients, preparing pitch book and industry leads, etc.
Assist the RM and CA in preparing briefing notes for senior management visits.
CRM profile setup for new client group.
Document the client meetings attended by preparing a call report via the CRM system.
Follow-up on the invitation list of SCB functions.
Client on-boarding & deal execution
Assist the RM in liaising with Legal & Compliance / CDU / CRC / clients to resolve documentation issues like terms & conditions deviations for standard documents.
Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
Coordinate with ASU to ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc.
Work with the CDD team to ensure eCDDs are created and renewed on time.
Work in partnership with FM to setup FEDS / MUREX ID and ISDA request.
Seek approval from various authorities for release of trade offerings.
Follow up with clients outstanding Stamp Duty collection after LPU failed to collect within notice period
Account Management and portfolio quality
Actively engage with client and also with the product partners to ensure high level of utilization of regular limits.
Work closely with product partners for coordinating client training for non lending products (client training to be conducted by product partners).
Work with RM and CA to follow up audit issues.
Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.
Co-ordinate with Ops / GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
Ensure document deficiencies are minimal (as reflected by DDR, GDR, etc) and are rectified on time.
Seek approvals for & arrange refunds, waivers and break funding cost, wherever applicable.
Apply for personal / guarantors PBOC lending card number. Obtain guarantor’s PBOC lending card number from PBOC.
Maintain the Confidentiality Agreement of clients.
Liaise with GAM / RAM / FAM for day to day account maintenance and operational issues.
Liaising with finance/operations to raise fees/interest reversal journals entries relating to operational errors
Arrange for stock inspection / valuation.
Ensure data maintenance and correctness in SCI / CRM / CPPR, etc.
Track and action on Failed Trade Report.
Arranging for change of RM codes on various systems & retagging the accounts transferred to GSAM on various Ctrl D reports.
Work with RM for Working Capital Loan and Fixed Asset Loan post drawdown monitoring.
Qualifications & Skills
- good knowledge of commercial banking products
- quick leaner, good communication skill
- team player, self-motivated
Diversity & Inclusion
Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.
•Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
•Work with the RM on a specified portfolio and jointly responsible for the revenue growth.
Key Roles & Responsibilities
Origination
Strongly assist the RM in origination by building profile with clients, preparing pitch book and industry leads, etc.
Assist the RM and CA in preparing briefing notes for senior management visits.
CRM profile setup for new client group.
Document the client meetings attended by preparing a call report via the CRM system.
Follow-up on the invitation list of SCB functions.
Client on-boarding & deal execution
Assist the RM in liaising with Legal & Compliance / CDU / CRC / clients to resolve documentation issues like terms & conditions deviations for standard documents.
Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
Coordinate with ASU to ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc.
Work with the CDD team to ensure eCDDs are created and renewed on time.
Work in partnership with FM to setup FEDS / MUREX ID and ISDA request.
Seek approval from various authorities for release of trade offerings.
Follow up with clients outstanding Stamp Duty collection after LPU failed to collect within notice period
Account Management and portfolio quality
Actively engage with client and also with the product partners to ensure high level of utilization of regular limits.
Work closely with product partners for coordinating client training for non lending products (client training to be conducted by product partners).
Work with RM and CA to follow up audit issues.
Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.
Co-ordinate with Ops / GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
Ensure document deficiencies are minimal (as reflected by DDR, GDR, etc) and are rectified on time.
Seek approvals for & arrange refunds, waivers and break funding cost, wherever applicable.
Apply for personal / guarantors PBOC lending card number. Obtain guarantor’s PBOC lending card number from PBOC.
Maintain the Confidentiality Agreement of clients.
Liaise with GAM / RAM / FAM for day to day account maintenance and operational issues.
Liaising with finance/operations to raise fees/interest reversal journals entries relating to operational errors
Arrange for stock inspection / valuation.
Ensure data maintenance and correctness in SCI / CRM / CPPR, etc.
Track and action on Failed Trade Report.
Arranging for change of RM codes on various systems & retagging the accounts transferred to GSAM on various Ctrl D reports.
Work with RM for Working Capital Loan and Fixed Asset Loan post drawdown monitoring.
Qualifications & Skills
- good knowledge of commercial banking products
- quick leaner, good communication skill
- team player, self-motivated
Diversity & Inclusion
Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.
Company Description
Standard Chartered PLC is a leading international bank, listed on the London, Hong Kong and Mumbai stock exchanges. It has operated for over 150 years in some of the world's most dynamic markets and earns more than 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank's growth in recent years.With 1,700 offices in 70 markets, Standard Chartered offers exciting and challenging international career opportunities for around 85,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. The Bank's heritage and values are expressed in its brand promise, Here for good.
